Mount Yale Investment Advisors’s American Coastal Insurance ACIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-755
Closed -$14K 310
2018
Q3
$14K Sell
755
-232
-24% -$4.3K ﹤0.01% 825
2018
Q2
$19K Sell
987
-75
-7% -$1.44K ﹤0.01% 795
2018
Q1
$20K Buy
+1,062
New +$20K ﹤0.01% 760